I. Cov Lus Txhais Tseem Ceeb thiab Cov Yam Ntxim Saib Xyuas Kev Siv Tshuab
1. TV SKD (Semi - Knocked Down)
Nws hais txog hom kev sib dhos uas cov modules TV tseem ceeb (xws li motherboards, cov ntxaij vab tshaus tso saib, thiab cov laug cam fais fab) tau sib dhos los ntawm cov interfaces txheem. Piv txwv li, cov kab ntau lawm SKD ntawm Guangzhou Jindi Electronics tuaj yeem hloov kho rau 40 - 65 nti LCD TVs ntawm cov hom lag luam tseem ceeb xws li Hisense thiab TCL, thiab kev hloov kho tuaj yeem ua tiav los ntawm kev hloov lub motherboard thiab hloov kho cov software. Nws cov yam ntxwv tseem ceeb suav nrog:
Tsim Qauv Modular: Txais yuav "motherboard + zaub screen + vaj tse" ternary qauv, sib xws nrog ntau dua 85% ntawm cov qauv hom.
Kev Siv Dua Lub Luag Haujlwm Tseem Ceeb: Khaws cov khoom siv fais fab thawj thiab lub teeb nraub qaum, tsuas yog hloov lub module tswj tseem ceeb, uas txo cov nqi ntau dua 60% piv rau kev hloov pauv tag nrho lub tshuab.
Kev Hloov Kho Sai: Plug - thiab - ua si tau los ntawm kev sib koom ua ke ntawm cov txheej txheem sib txuas (piv txwv li, HDMI 2.1, USB - C), ua rau lub sijhawm teeb tsa luv dua li 30 feeb.
2. TV CKD (Tiav Knocked Down)
Nws hais txog hom uas lub TV raug rhuav tshem tag nrho ua cov khoom seem (xws li PCB liab qab boards, capacitors, resistors, thiab cov khoom txhaj tshuaj pwm hauv tsev), thiab tag nrho cov txheej txheem tsim khoom tiav hauv zos. Piv txwv li, cov kab ntau lawm CKD ntawm Foshan Zhengjie Electric npog cov txheej txheem xws li kev txhaj tshuaj pwm, txau, thiab SMT tso, nrog rau cov khoom tsim tawm txhua xyoo ntawm 3 lab pawg ntawm cov khoom seem. Nws cov yam ntxwv tseem ceeb suav nrog:
Kev Ua Haujlwm Tag Nrho - Kev Ua Haujlwm Hauv Zos: Txij li ntawm kev luam ntawv phaj hlau (rau cov tsev) mus rau kev vuam PCB (rau cov motherboard), txhua yam txheej txheem raug ua tiav hauv zos, nrog rau cov khoom siv hauv zos suav txog li 70%.
Kev Sib Koom Tes Hauv Kev Siv Tshuab: Yuav tsum paub txog cov txheej txheem tseem ceeb xws li kev ntim khoom backlight module thiab EMC (Electromagnetic Compatibility) tsim. Piv txwv li, Junhengtai txoj kev daws teeb meem 4K siab xim gamut yuav tsum sib koom ua ke cov yeeb yaj kiab quantum dot thiab cov chips tsav tsheb.
Kev Ua Kom Muaj Kev Nkag Siab Txog Txoj Cai: Kev ua raws li cov cai ntawm lub hom phiaj yog qhov tsim nyog. Piv txwv li, kev xa khoom mus rau EU xav tau daim ntawv pov thawj CE (LVD Low Voltage Directive + EMC Electromagnetic Compatibility Directive), thiab kev lag luam hauv Tebchaws Meskas xav tau daim ntawv pov thawj FCC - ID (rau cov haujlwm wireless).
II. Kev Sib Piv ntawm Cov Xwm Txheej Nkag Mus Rau Lub Hoobkas
III. Cov Xwm Txheej thiab Cov Teeb Meem ntawm Kev Siv Hauv Kev Lag Luam
1. Cov Xwm Txheej Ib Txwm Muaj Rau SKD
Kev Lag Luam Txij Nkawm: Cov ntaub ntawv los ntawm lub platform e-commerce qhia tau hais tias cov ntim muag txhua hli ntawm cov motherboards thoob ntiaj teb tshaj 500 units, nrog rau cov lus tawm tswv yim los ntawm cov neeg siv xws li "kev teeb tsa yooj yim" thiab "kev txhim kho kev ua tau zoo tseem ceeb".
Kev Txhim Kho Dua Tshiab Hauv Cov Lag Luam Tshiab: Cov teb chaws Africa siv hom SKD los txhim kho cov TV CRT 5-xyoo mus rau cov TV LCD ntse, nrog rau tus nqi tsuas yog 1/3 ntawm cov TV tshiab.
Kev Tshem Tawm Cov Khoom Muag: Cov hom lag luam kho dua cov TV muag khoom los ntawm hom SKD. Piv txwv li, ib lub chaw tsim khoom tau hloov kho nws cov qauv TV xyoo 2019 uas tau rov qab siv dua mus rau cov qauv xyoo 2023, ua rau cov nyiaj tau los nce ntxiv 15%.
2. Cov Xwm Txheej Ib Txwm Muaj Rau CKD
Kev Zam Tsis Them Se: Mexico txoj cai USMCA (Tebchaws Meskas-Mexico-Canada) yuav tsum tau them se rau cov khoom seem TV kom tsawg dua 5%, thaum cov se rau cov TV tiav tag nrho ncav cuag 20%, ua rau cov tuam txhab Suav tsim cov chaw tsim khoom CKD hauv Mexico.
Kev Xa Khoom Siv Tshuab:Junhengtaitau xa tawm 4K TV CKD kev daws teeb meem mus rau Uzbekistan, suav nrog kev tsim cov kab ntau lawm, kev cob qhia cov neeg ua haujlwm, thiab kev tsim cov khoom siv, kev paub txog kev nthuav dav thev naus laus zis txawv teb chaws.
Kev Ua Raws Cai Hauv Zos: Is Nrias teb "Phased Manufacturing Program" xav kom qhov sib dhos CKD nce ntxiv txhua xyoo, nce mus txog 60% txog xyoo 2025, yuam kom cov tuam txhab tsim cov saw hlau thib ob hauv Is Nrias teb.
IV. Cov Qauv Txuj Ci thiab Cov Lus Qhia Txog Kev Pheej Hmoo
1. Cov Lus Qhia ntawm Kev Hloov Pauv ntawm Kev Siv Tshuab
Kev Nkag Mus Rau Mini LED thiab OLED: TCL's C6K QD-Mini LED TV siv 512-cheeb tsam dimming, xav kom cov chaw tsim khoom CKD paub txog cov thev naus laus zis quantum dot film lamination; qhov tshwj xeeb ntawm OLED panels ua rau lub backlight module yooj yim dua tab sis ua rau muaj kev xav tau ntau dua rau cov txheej txheem ntim khoom.
Kev Nrov ntawm Cov Kab Ntau Lawm 8.6th-Generation: Cov lag luam xws li BOE thiab Visionox tau nthuav cov kab ntau lawm OLED 8.6th-generation, nrog rau kev txiav ua haujlwm siab dua 106% dua li cov kab 6th-generation, yuam cov chaw tsim khoom CKD kom hloov kho cov khoom siv.
Kev Sib Koom Tes Txawj Ntse: SKD motherboards yuav tsum tau koom ua ke AI lub suab chips (piv txwv li, kev paub lub suab deb), thiab CKD xav tau kev tsim cov txheej txheem sib cuam tshuam ntau hom (taw tes + kov tswj).
2. Kev Pheej Hmoo thiab Kev Tiv Thaiv
Cov Teeb Meem Txog Kev Txawj Ntse: Cov nqi tso cai ntawm HDMI Association suav txog 3% ntawm tus nqi ntawm SKD motherboards; cov lag luam yuav tsum txo cov kev pheej hmoo los ntawm kev tso cai hla cov ntawv pov thawj.
Kev Hloov Pauv ntawm Cov Khoom Siv: Cov nqi ntawm cov vijtsam zaub raug cuam tshuam los ntawm lub peev xwm tsim khoom ntawm lub Hoobkas vaj huam sib luag (piv txwv li, Samsung txo qis kev tsim khoom OLED); Cov chaw tsim khoom CKD yuav tsum tsim kom muaj lub tshuab yuav khoom ob qho tib si.
Kev Hloov Pauv Txoj Cai: Txoj Cai Tswjfwm Roj Teeb Tshiab ntawm EU yuav tsum tau muaj kev taug qab cov khoom xa tuaj; cov chaw tsim khoom CKD yuav tsum tau siv lub kaw lus taug qab cov khoom siv blockchain.
V. Cov Ntaub Ntawv Lag Luam Ib Txwm Muaj
1. Tus Neeg Sawv Cev SKD: Guangzhou Jindi Electronics
Cov Kev Zoo ntawm Kev Siv Tshuab: Tsim los ntawm tus kheej 4-core 1.8GHz processor motherboards, txhawb nqa 4K 60Hz decoding thiab sib xws nrog Android 11 system.
Txoj Kev Lag Luam: Kev muag khoom ua ke ntawm "motherboards + software", nrog rau qhov nyiaj tau los ntawm 40%, siab dua li qhov nruab nrab ntawm kev lag luam ntawm 25%.
2. Tus Neeg Sawv Cev rau Kab Mob CKD:Sichuan Junhengtai
Kev Tsim Kho Tshiab: Koom tes nrog Zhejiang University los tsim cov thev naus laus zis perovskite backlight tag nrho, nrog rau NTSC xim gamut ntawm 97.3%, siab dua 4.3% dua li cov kev daws teeb meem ib txwm muaj.
Tus Qauv Lag Luam: Muab cov kev pabcuam "xauj khoom siv + kev tso cai siv thev naus laus zis" rau cov neeg siv khoom hauv tebchaws Africa, nrog rau tus nqi pabcuam txhua xyoo ntawm USD 2 lab rau ib kab ntau lawm.
Lub sijhawm tshaj tawm: Cuaj hlis-08-2025
